Comprehensive. Fee-Only. No Minimums.

  • Practice Areas
    • Comprehensive Financial Planning
    • Investment Management
    • Divorce Financial Planning
    • Socially Responsible Investing
    • Long-term Care & CCRC Planning
  • Services
    • Financial Planning
    • Financial Planning Plus
    • Forms & Next Steps
  • Resources
  • Leaflets
  • Contact
  • About
    • The Firm
    • Our Team
    • Our Philosophy
    • Careers

Powered by Genesis

Resources

Financial Literacy

  • Smart About Money
  • 360 Degrees of Financial Literacy
  • Jane Bryant Quinn

Spending Plan

  • Moneydance
  • You Need A Budget

Credit & Debt

  • Free Annual Credit Report
  • Get Your Credit Score
  • myFICO
  • National Foundation for Credit Counseling
  • Security Freeze on Credit Reports
  • Identity Theft (North Carolina)

Retirement Planning

  • Social Security
  • Medicare
  • AARP

Investing

  • Morningstar
  • Socially Responsible Investing
  • Vanguard Blog

Divorce

  • Triangle Collaborative Divorce
  • NC Courts — Divorce & Separation
  • CDFA® Professionals
  • Divorce Net (Nolo)
College Planning

  • The College Solution
  • College Completion Data
  • Education Trust:  College Results
  • College Foundation of North Carolina
  • Online EFC Calculator (College Board)
  • Federal Student Aid
  • FinAid

LGBTQ Resources

  • HRC Advocacy
  • Lambda Legal
  • LGBTQ Center of Durham
  • LGBT Center of Raleigh
  • Time Out Youth — Charlotte

Insurance

  • NC Dept. of Insurance
  • Long Term Care Facts
  • Long Term Care Costs
  • LLIS — Low Cost Broker

Estate Planning

  • Advance Health Care Directives (North Carolina)
  • Estate Planning:  Wills, Trusts, & Probate (Nolo)
  • Five Wishes

Care Planning

  • Caregiving
  • Eldercare Locator (Federal Govt)
  • CCRCs (Continuing Care Retirement Communities)

RECOMMENDED READING

General

Making the Most of Your Money Now, by Jane Bryan Quinn

The Bogleheads’ Guide to Retirement Planning, by Taylor Larimore, Mel Lindauer, Richard A. Ferri, Laura F. Dogu, John C. Bogle

Moving Forward on Your Own: A Financial Guidebook for Widows, by Kathleen M. Rehl

Investing

Common Sense on Mutual Funds, by John Bogle, father of the retail index mutual fund and founder of The Vanguard Group

The Four Pillars of Investing: Lessons for Building a Winning Portfolio, by William J. Bernstein, co-founder of Efficient Frontiers Advisors

A Random Walk Down Wall Street, by Burton Malkiel, professor of economics at Princeton University

Contact

Durham / Raleigh / Chapel Hill
Phone: (919) 213-1737
1005 Slater Road, Suite 320
Durham, NC 27703

 

Charlotte
Phone: (980) 272-7676
525 North Tryon St, Suite 1600
Charlotte, NC 28202

Website Disclosure
Privacy Policy

© 2011-2023 Sycamore Financial Planning, LLC